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Episode 280: Today, John and Emily explore why shares in FICO plummeted today as the near-monopoly credit score company gets more direct competition.  Then we discuss Oura Ring putting its planned IPO on ice… and the details coming out from Anthropic’s IPO prospectus.  Later: does Netflix…
Episode 281: Today,  John and Emily review the latest government data that showed cooling inflation - and ask what it portends for the Fed.  We also dig into earnings out of food giant Conagra: higher gas prices = fewer Slim Jims sold.  Plus we explore why shares of America’s biggest…
Episode 278: It’s Friday, which means Dylan, Hanna and John bring you three stories that caught their eye this week! First, Dylan dives into Robinhood’s plans to tokenize stocks and why AMC’s CEO is publicly pushing back. Then, Hanna explores how the rapidly aging U.S. population – combined with fa…
Episode 277: Today, Dylan and Hanna kick things off with a look at macro, diving into yields, the housing market and mortgage rates – and how they’re all intertwined. Then, we unpack why Barry Diller backed out of his MGM takeover plans and take a broader look at the Vegas economy. Also: Oracle jus…
Episode 279: Today, John and Emily kick things off by exploring Meta’s new Enterprise segment and the silicon valley veteran they poached to run it.  Then we look at the latest earnings out of Costco and the unique membership situation analysts are following.  Plus an update on the unusua…
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